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Read the latest Financial Management software articles, news and reviews.
Trial Balance Template: How to Prepare and Check a Trial Balance
By Sherman Hsieh | Oct 27 2026
Trial balance template with unadjusted, adjusted and post-closing layouts, a review checklist, out-of-balance fixes, and how accounting systems produce it. Read More
Suspense Accounts: When to Use One and How to Clear It Before Close
By Sherman Hsieh | Oct 27 2026
Suspense account entries in and out, a worked clearing example, aging rules, audit risk, and how QuickBooks, NetSuite and Business Central handle them. Read More
Corporate Card Reconciliation: Receipts, Coding and Close
By Sherman Hsieh | Oct 27 2026
Corporate card reconciliation for US controllers: receipt rules, GL coding, statement-to-GL steps, controls, metrics and spend tool pricing. Read More
Vendor Statement Reconciliation: A Step-by-Step Process for Accounts Payable
By Sherman Hsieh | Oct 27 2026
How to reconcile a vendor statement to the AP ledger: seven stages, owners, common differences, how often to do it and AP tools that automate the match. Read More
Deposits in Transit: What They Are and How to Handle Them in a Bank Reconciliation
By Sherman Hsieh | Oct 27 2026
Deposits in transit explained: where they go in a bank reconciliation, why no journal entry, auditor cutoff tests, and QuickBooks, Intacct and NetSuite. Read More
What Is a Sub Ledger? Subledgers vs the General Ledger, With Examples
By Sherman Hsieh | Oct 27 2026
Sub ledger explained: how AR, AP, inventory, fixed asset and payroll subledgers post to GL control accounts, why balances differ and how ERPs lock them. Read More
Month-End Close Checklist Template for Controllers: Tasks by Business Day, Owners and Evidence
By Sherman Hsieh | Oct 24 2026
Month-end close checklist template for controllers: tasks by business day with preparer, reviewer and evidence columns, and guidance on each step. Read More
Allowance for Doubtful Accounts: Methods and How to Automate the Estimate
By Sherman Hsieh | Oct 24 2026
How to estimate the allowance for doubtful accounts: aging and percentage methods, CECL rules, journal entries, a worked example and ERP automation. Read More
Adjusting Journal Entries: The Five Types, Examples and How to Automate Them at Month End
By Sherman Hsieh | Oct 24 2026
Adjusting journal entries explained: five types with debits and credits, a worked month-end example, auto-reversals, auditor AJEs and ERP setup. Read More
Reversing Entries: When to Use Them, Worked Examples and How ERPs Auto-Reverse Accruals
By Sherman Hsieh | Oct 24 2026
Reversing entries explained: which accruals to reverse, accrued payroll and expense examples, double-count risk and ERP auto-reverse settings. Read More